See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $114,780 |
IRON-CO-FID-COMPREHENSIVE5 years Service code 28 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Management | $27,854 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $8,499 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,288 | $104,317+63.2% | $159,436+6.8% | $86,799+96.2% |
| Participation rate | 95.8% | 77.7%+18.1pp | 82.8%+13.0pp | 72.3%+23.5pp |
| Annual return | 43.00% | 26.32%+16.7pp | 263.57%-220.6pp | 97.91%-54.9pp |
| Employer contribution / active EE | $9,876 | $3,451+186.2% | $4,829+104.5% | $2,405+310.6% |
| Participant deferral / active EE | $6,391 | $6,837-6.5% | $7,352-13.1% | $4,131+54.7% |
| Admin fee / account holder | $398 | $172+131.0% | $10,799-96.3% | $170+134.6% |